Generating financial sales leads can be just as complicated and even a bit bureaucratic as financial planning, accounting, or any other money-related process. People do not just simply sit around making random calls or sending random emails. In fact, if you have ever outsourced for your sales leads, you will find that the process demands a lot of control and a lot of management.

Speculation can be quite common in financial services regardless of how ill-advised it may be. Your lead generation campaign however must ensure that such speculation does not go out of hand. You think that only the industries like television, technology, and gaming have to deal with prevailing misconceptions and bad predictions? A financial lead generation strategy also has to double for PR control at some point.